BFG

Bouchey Financial Group Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.74M
3
+$1.59M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.09M

Top Sells

1
+$783K
2
+$720K
3
+$430K
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$361K
5
FDS icon
Factset
FDS
+$240K

Sector Composition

1 Technology 7.27%
2 Consumer Discretionary 2.27%
3 Financials 0.94%
4 Communication Services 0.53%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPS icon
76
WisdomTree US LargeCap Fund
EPS
$1.36B
$539K 0.04%
7,815
WMT icon
77
Walmart Inc. Common Stock
WMT
$902B
$530K 0.04%
5,145
-6
MPLX icon
78
MPLX
MPLX
$56.1B
$528K 0.04%
+10,568
ILCG icon
79
iShares Morningstar Growth ETF
ILCG
$2.97B
$528K 0.04%
5,060
PG icon
80
Procter & Gamble
PG
$327B
$521K 0.04%
3,388
-176
XOM icon
81
Exxon Mobil
XOM
$504B
$510K 0.04%
4,523
+1,070
AMGN icon
82
Amgen
AMGN
$170B
$498K 0.04%
1,766
+72
NEE icon
83
NextEra Energy
NEE
$169B
$484K 0.04%
6,407
+288
PANW icon
84
Palo Alto Networks
PANW
$134B
$476K 0.04%
2,339
+24
PAYX icon
85
Paychex
PAYX
$40.6B
$471K 0.04%
3,718
-196
GAUG icon
86
FT Vest US Equity Moderate Buffer ETF August
GAUG
$307M
$471K 0.04%
12,198
+1,465
MO icon
87
Altria Group
MO
$98.5B
$462K 0.04%
6,966
+15
CAT icon
88
Caterpillar
CAT
$288B
$447K 0.03%
936
RTX icon
89
RTX Corp
RTX
$234B
$446K 0.03%
2,666
+109
GEV icon
90
GE Vernova
GEV
$196B
$429K 0.03%
697
+163
XLF icon
91
State Street Financial Select Sector SPDR ETF
XLF
$52.4B
$423K 0.03%
7,843
IWR icon
92
iShares Russell Mid-Cap ETF
IWR
$46.6B
$415K 0.03%
4,299
+80
COST icon
93
Costco
COST
$388B
$414K 0.03%
448
+7
AXP icon
94
American Express
AXP
$259B
$407K 0.03%
1,225
ULST icon
95
State Street Ultra Short Term Bond ETF
ULST
$640M
$405K 0.03%
9,951
+2,780
VB icon
96
Vanguard Small-Cap ETF
VB
$70.2B
$401K 0.03%
1,577
-63
HON icon
97
Honeywell
HON
$122B
$400K 0.03%
1,901
-21
XJUL icon
98
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$49.6M
$399K 0.03%
+10,388
ORCL icon
99
Oracle
ORCL
$636B
$389K 0.03%
1,384
+20
TQQQ icon
100
ProShares UltraPro QQQ
TQQQ
$31.9B
$384K 0.03%
7,434
+20
2 3
4
5 6